Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
5.48%
6 Months
17.49%
13.51%
1 Year
9.72%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
6.83%
19.28%
Fund Age
2 yrs 3 mo
4 yrs 2 mo
AUM
₹104.19 Cr
₹36.17 Cr
Alpha – 1 Year
6.74%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
24.22%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
1.13
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.27
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.46%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 8% · M 16% · S 76%
Number of Stocks
45
24
Portfolio P/E
29.66
29.70
Top 5 Holdings
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%